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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\CS\BusinessDataModel\BusinessManagement | RollupByObject.cs | Tue Dec 20 19:51:44 2016 UTC |
| 2 | Wed Feb 1 19:56:24 2017 UTC |
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| 1 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 2 | // This f ile is par t of the M icrosoft D ynamics CR M SDK code samples. | |||||
| 3 | // | |||||
| 4 | // Copyri ght (C) Mi crosoft Co rporation. All righ ts reserve d. | |||||
| 5 | // | |||||
| 6 | // This s ource code is intend ed only as a supplem ent to Mic rosoft | |||||
| 7 | // Develo pment Tool s and/or o n-line doc umentation . See the se other | |||||
| 8 | // materi als for de tailed inf ormation r egarding M icrosoft c ode sample s. | |||||
| 9 | // | |||||
| 10 | // THIS C ODE AND IN FORMATION ARE PROVID ED "AS IS" WITHOUT W ARRANTY OF ANY | |||||
| 11 | // KIND, EITHER EXP RESSED OR IMPLIED, I NCLUDING B UT NOT LIM ITED TO TH E | |||||
| 12 | // IMPLIE D WARRANTI ES OF MERC HANTABILIT Y AND/OR F ITNESS FOR A | |||||
| 13 | // PARTIC ULAR PURPO SE. | |||||
| 14 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 15 | ||||||
| 16 | //<snippet RollupByOb ject> | |||||
| 17 | using Syst em; | |||||
| 18 | using Syst em.Service Model; | |||||
| 19 | ||||||
| 20 | // These n amespaces are found in the Mic rosoft.Xrm .Sdk.dll a ssembly | |||||
| 21 | // found i n the SDK\ bin folder . | |||||
| 22 | using Micr osoft.Xrm. Sdk; | |||||
| 23 | using Micr osoft.Xrm. Sdk.Client ; | |||||
| 24 | using Micr osoft.Xrm. Sdk.Query; | |||||
| 25 | ||||||
| 26 | // This na mespace is found in Microsoft. Crm.Sdk.Pr oxy.dll as sembly | |||||
| 27 | // found i n the SDK\ bin folder . | |||||
| 28 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 29 | ||||||
| 30 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 31 | { | |||||
| 32 | /// <s ummary> | |||||
| 33 | /// De monstrates how to ro ll up oppo rtunities by their p arent acco unt.</summ ary> | |||||
| 34 | /// </ summary> | |||||
| 35 | public class Rol lupByObjec t | |||||
| 36 | { | |||||
| 37 | #r egion Clas s Level Me mbers | |||||
| 38 | ||||||
| 39 | pr ivate Guid _accountI d; | |||||
| 40 | pr ivate Guid _opportun ityId; | |||||
| 41 | pr ivate Orga nizationSe rviceProxy _serviceP roxy; | |||||
| 42 | ||||||
| 43 | #e ndregion C lass Level Members | |||||
| 44 | ||||||
| 45 | #r egion How To Sample Code | |||||
| 46 | // / <summary > | |||||
| 47 | // / This sam ple demons trates how to roll u p opportun ities by t heir paren t account. | |||||
| 48 | // / The samp le first c reates the Rollup Re quest. Nex t, it exec utes that request. | |||||
| 49 | // / Finally, the sampl e displays the resul ts of the Rollup Res ponse. | |||||
| 50 | // / </summar y> | |||||
| 51 | // / <param n ame="serve rConfig">C ontains se rver conne ction info rmation.</ param> | |||||
| 52 | // / <param n ame="promp tforDelete ">When Tru e, the use r will be prompted t o delete a ll | |||||
| 53 | // / created entities.< /param> | |||||
| 54 | pu blic void Run(Server Connection .Configura tion serve rConfig, b ool prompt forDelete) | |||||
| 55 | { | |||||
| 56 | try | |||||
| 57 | { | |||||
| 58 | // C onnect to the Organi zation ser vice. | |||||
| 59 | // T he using s tatement a ssures tha t the serv ice proxy will be pr operly dis posed. | |||||
| 60 | usin g (_servic eProxy = n ew Organiz ationServi ceProxy(se rverConfig .Organizat ionUri, se rverConfig .HomeRealm Uri,server Config.Cre dentials, serverConf ig.DeviceC redentials )) | |||||
| 61 | { | |||||
| 62 | // This st atement is required to enable early-boun d type sup port. | |||||
| 63 | _servicePr oxy.Enable ProxyTypes (); | |||||
| 64 | ||||||
| 65 | CreateRequ iredRecord s(); | |||||
| 66 | ||||||
| 67 | #region Cr eate Query Expression | |||||
| 68 | // Create QueryExpre ssion | |||||
| 69 | QueryExpre ssion quer y = new Qu eryExpress ion() | |||||
| 70 | { | |||||
| 71 | Entity Name = Opp ortunity.E ntityLogic alName, | |||||
| 72 | Column Set = new ColumnSet( "name", "a ccountid") , | |||||
| 73 | Criter ia = | |||||
| 74 | { | |||||
| 75 | Fi lters = | |||||
| 76 | { | |||||
| 77 | new Filt erExpressi on | |||||
| 78 | { | |||||
| 79 | Filt erOperator = Logical Operator.A nd, | |||||
| 80 | Cond itions = | |||||
| 81 | { | |||||
| 82 | new Condit ionExpress ion("name" , Conditio nOperator. Equal, "Op portunity 1") | |||||
| 83 | }, | |||||
| 84 | } | |||||
| 85 | } | |||||
| 86 | }, | |||||
| 87 | }; | |||||
| 88 | Console.Wr iteLine("C reated Que ryExpressi on."); | |||||
| 89 | #endregion Create Qu eryExpress ion | |||||
| 90 | ||||||
| 91 | #region Cr eate Rollu pRequest | |||||
| 92 | //<snippet Rollup1> | |||||
| 93 | // Create RollupRequ est | |||||
| 94 | RollupRequ est rollup Request = new Rollup Request(); | |||||
| 95 | rollupRequ est.Query = query; | |||||
| 96 | rollupRequ est.Target = new Ent ityReferen ce("accoun t", _accou ntId); | |||||
| 97 | rollupRequ est.Rollup Type = Rol lupType.Ex tended; | |||||
| 98 | Console.Wr iteLine("C reated Rol lupRequest ."); | |||||
| 99 | #endregion Create Ro llupReques t | |||||
| 100 | ||||||
| 101 | #region Ex ecute Roll upRequest | |||||
| 102 | // Execute RollupReq uest | |||||
| 103 | RollupResp onse rollu pResponse = (RollupR esponse)_s erviceProx y.Execute( rollupRequ est); | |||||
| 104 | Console.Wr iteLine("E xecuted Ro llupReques t."); | |||||
| 105 | //</snippe tRollup1> | |||||
| 106 | #endregion Execute R ollupReque st | |||||
| 107 | ||||||
| 108 | #region Sh ow RollupR esponse re sults | |||||
| 109 | // Show Ro llupRespon se results | |||||
| 110 | Console.Wr iteLine("R ollupRespo nse Result s:"); | |||||
| 111 | Console.Wr iteLine("- ---------- ---------- ---------- ---------- ---------" ); | |||||
| 112 | Console.Wr iteLine("C ount: " + rollupResp onse.Resul ts.Count); | |||||
| 113 | for (int i = 0; i < rollupResp onse.Resul ts.Count; i++ ) | |||||
| 114 | { | |||||
| 115 | Consol e.WriteLin e(); | |||||
| 116 | Consol e.WriteLin e("Logical Name: " + rollupResp onse.Entit yCollectio n.Entities [i].Logica lName); | |||||
| 117 | Consol e.WriteLin e("Id: " + rollupRes ponse.Enti tyCollecti on.Entitie s[i].Id); | |||||
| 118 | } | |||||
| 119 | #endregion Show Roll upResponse results | |||||
| 120 | ||||||
| 121 | DeleteRequ iredRecord s(promptfo rDelete); | |||||
| 122 | } | |||||
| 123 | } | |||||
| 124 | ||||||
| 125 | // Catch any servi ce fault e xceptions that Micro soft Dynam ics CRM th rows. | |||||
| 126 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault>) | |||||
| 127 | { | |||||
| 128 | // Y ou can han dle an exc eption her e or pass it back to the calli ng method. | |||||
| 129 | thro w; | |||||
| 130 | } | |||||
| 131 | } | |||||
| 132 | ||||||
| 133 | pu blic void CreateRequ iredRecord s() | |||||
| 134 | { | |||||
| 135 | // Creat e an accou nt | |||||
| 136 | Account account = new Accoun t | |||||
| 137 | { | |||||
| 138 | Name = "Fourth Coffee" | |||||
| 139 | }; | |||||
| 140 | _account Id = _serv iceProxy.C reate(acco unt); | |||||
| 141 | ||||||
| 142 | // Creat e an oppor tunity | |||||
| 143 | Opportun ity newOpp ortunity = new Oppor tunity | |||||
| 144 | { | |||||
| 145 | Name = "Opport unity 1", | |||||
| 146 | Cust omerId = n ew EntityR eference | |||||
| 147 | { | |||||
| 148 | Id = _acco untId, | |||||
| 149 | LogicalNam e = accoun t.LogicalN ame | |||||
| 150 | } | |||||
| 151 | }; | |||||
| 152 | _opportu nityId = _ servicePro xy.Create( newOpportu nity); | |||||
| 153 | } | |||||
| 154 | ||||||
| 155 | pu blic void DeleteRequ iredRecord s(bool pro mpt) | |||||
| 156 | { | |||||
| 157 | bool toB eDeleted = true; | |||||
| 158 | ||||||
| 159 | if (prom pt) | |||||
| 160 | { | |||||
| 161 | // A sk the use r if the c reated ent ities shou ld be dele ted. | |||||
| 162 | Cons ole.Write( "\nDo you want these entity re cords dele ted? (y/n) [y]: "); | |||||
| 163 | Stri ng answer = Console. ReadLine() ; | |||||
| 164 | if ( answer.Sta rtsWith("y ") || | |||||
| 165 | answer.Sta rtsWith("Y ") || | |||||
| 166 | answer == String.Emp ty) | |||||
| 167 | { | |||||
| 168 | toBeDelete d = true; | |||||
| 169 | } | |||||
| 170 | else | |||||
| 171 | { | |||||
| 172 | toBeDelete d = false; | |||||
| 173 | } | |||||
| 174 | } | |||||
| 175 | ||||||
| 176 | if (toBe Deleted) | |||||
| 177 | { | |||||
| 178 | // D elete all records cr eated in t his sample . | |||||
| 179 | _ser viceProxy. Delete(Acc ount.Entit yLogicalNa me, _accou ntId); | |||||
| 180 | ||||||
| 181 | Cons ole.WriteL ine("Entit y record(s ) have bee n deleted. "); | |||||
| 182 | } | |||||
| 183 | ||||||
| 184 | } | |||||
| 185 | ||||||
| 186 | #e ndregion H ow To Samp le Code | |||||
| 187 | ||||||
| 188 | #r egion Main method | |||||
| 189 | ||||||
| 190 | // / <summary > | |||||
| 191 | // / Standard Main() me thod used by most SD K samples. | |||||
| 192 | // / </summar y> | |||||
| 193 | // / <param n ame="args" ></param> | |||||
| 194 | st atic publi c void Mai n(string[] args) | |||||
| 195 | { | |||||
| 196 | try | |||||
| 197 | { | |||||
| 198 | // O btain the target org anization' s Web addr ess and cl ient logon | |||||
| 199 | // c redentials from the user. | |||||
| 200 | Serv erConnecti on serverC onnect = n ew ServerC onnection( ); | |||||
| 201 | Serv erConnecti on.Configu ration con fig = serv erConnect. GetServerC onfigurati on(); | |||||
| 202 | ||||||
| 203 | Roll upByObject app = new RollupByO bject(); | |||||
| 204 | app. Run(config , true); | |||||
| 205 | } | |||||
| 206 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 207 | { | |||||
| 208 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 209 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 210 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 211 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 212 | Cons ole.WriteL ine("Plugi n Trace: { 0}", ex.De tail.Trace Text); | |||||
| 213 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 214 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 215 | } | |||||
| 216 | catch (S ystem.Time outExcepti on ex) | |||||
| 217 | { | |||||
| 218 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 219 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 220 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 221 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 222 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 223 | } | |||||
| 224 | catch (S ystem.Exce ption ex) | |||||
| 225 | { | |||||
| 226 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 227 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 228 | ||||||
| 229 | // D isplay the details o f the inne r exceptio n. | |||||
| 230 | if ( ex.InnerEx ception != null) | |||||
| 231 | { | |||||
| 232 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 233 | ||||||
| 234 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = ex.Inn erExceptio n | |||||
| 235 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 236 | if (fe != null) | |||||
| 237 | { | |||||
| 238 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 239 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 240 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 241 | Consol e.WriteLin e("Plugin Trace: {0} ", fe.Deta il.TraceTe xt); | |||||
| 242 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 243 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 244 | } | |||||
| 245 | } | |||||
| 246 | } | |||||
| 247 | // Addit ional exce ptions to catch: Sec urityToken Validation Exception, ExpiredSe curityToke nException , | |||||
| 248 | // Secur ityAccessD eniedExcep tion, Mess ageSecurit yException , and Secu rityNegoti ationExcep tion. | |||||
| 249 | ||||||
| 250 | finally | |||||
| 251 | { | |||||
| 252 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 253 | Cons ole.ReadLi ne(); | |||||
| 254 | } | |||||
| 255 | } | |||||
| 256 | ||||||
| 257 | #e ndregion M ain method | |||||
| 258 | } | |||||
| 259 | } | |||||
| 260 | ||||||
| 261 | ||||||
| 262 | //</snippe tRollupByO bject> |
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